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APRIL 16, 2010 1:10 P.M.

investor11111 wrote:

People are crazy, read the whole article, why are you selling off, it is downgraded from STRONG BUY to HOLD (NOT SELL), "Gill has withdrawn a $22 price target on Nvidia shares"

APRIL 16, 2010 5:23 P.M.

notafanofnvidia wrote:

The earnings estimates and the stock price do not reflect the long term growth prospects for NVDA. NVDA will not be able to grow as long as they do not have a successful CPU/GPU platform -- they tried it with Tegra, and so far it has been a horrendous flop. AAPL has basically designed NVDA out of mobile devices, and is now in competition with NVDA. Sure NVDA has some Tegra 'wins' at Samsung (MP3), Microsoft (MP3), and Audi, but if those products are NVDA's future then expect lower ASPs and lower revenues for years to come.

Also the CEO says that NVDA is a software company, except that a software company might have gross margins in the 90% range, whereas NVDA's are less than 50%. I guess the CEO really meant to say that he wishes that NVDA were a software company.

Who cares what the analysts think anyways...

APRIL 20, 2010 11:07 A.M.

stormcrow wrote:

thanks to lame analyst trying to drive nvidia down, I have made a ton of on the stock, buying and selling . keep up the bad work.

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Tech Trader Daily is a blog on technology investing written by Barron’s veteran Tiernan Ray. The blog provides news, analysis and original reporting on events important to investors in software, hardware, the Internet, telecommunications and related fields. Comments and tips can be sent to: techtraderdaily@barrons.com.